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Berman Capital Advisors’s Carlisle Companies CSL Stock Holding History

Berman Capital Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$9K Hold
46
– – ﹤0.01% 1215
2021
Q2 		$8K Hold
46
– – ﹤0.01% 1190
2021
Q1 		$7K Hold
46
– – ﹤0.01% 1148
2020
Q4 		$7K Hold
46
– – ﹤0.01% 1034
2020
Q3 		$5K Buy
46
+7
+18% +$859 ﹤0.01% 1027
2020
Q2 		$4K Buy
39
+3
+8% +$361 ﹤0.01% 1034
2020
Q1 		$4K Buy
36
+16
+80% +$2.37K ﹤0.01% 930
2019
Q4 		$3K Hold
20
– – ﹤0.01% 1087
2019
Q3 		$2K Hold
20
– – ﹤0.01% 1164
2019
Q2 		$2K Hold
20
– – ﹤0.01% 1172
2019
Q1 		$2K Buy
+20
New +$2.31K ﹤0.01% 1071

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's CSL Position: Q3 2021 in Review

Berman Capital Advisors held its Carlisle Companies (CSL) position steady in Q3 2021 at 46 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Berman Capital Advisors first reported a position in CSL in Q1 2019 and has held it in 11 quarters since. 414 funds tracked by Wall St. Rank hold CSL as of Q3 2021.

  • Berman Capital Advisors held 46 shares of Carlisle Companies worth $9K as of Q3 2021.
  • Berman Capital Advisors left its Carlisle Companies share count unchanged in Q3 2021.
  • Carlisle Companies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1215 holding.
  • Berman Capital Advisors first reported a position in Carlisle Companies in Q1 2019 and has held it in 11 quarters since.
  • 414 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.